+655.3%
KGC vs BTI
+72.6%
+582.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.0% | -5.3% | -4.6% |
| 7D | -8.4% | -2.0% | -6.4% | -7.8% |
| 30D | +6.3% | -3.4% | +9.8% | +7.4% |
| 3M | +22.4% | -9.0% | +31.4% | +25.6% |
| 6M | -11.4% | -5.0% | -6.4% | -10.7% |
| YTD | +3.1% | -0.3% | +3.5% | +1.8% |
| 1Y | +26.6% | +3.1% | +23.5% | +23.4% |
| 3Y | +525.6% | +111.0% | +414.6% | +372.3% |
| 5Y | +451.7% | +117.0% | +334.6% | +316.1% |
| All | +655.3% | +72.6% | +582.7% | +486.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded BTI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling